Earnings Call Summary | Atour Lifestyle Holdings(ATAT.US) Q4 2023 Earnings Conference
Earnings Call Summary | Atour Lifestyle Holdings(ATAT.US) Q4 2023 Earnings Conference
The following is a summary of the Atour Lifestyle Holdings Limited (ATAT) Q4 2023 Earnings Call Transcript:
以下是亞朵生活控股有限公司（ATAT）2023年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Atour Lifestyle reported a net revenue of RMB1,505 million for Q4 2023, showing a growth of 140.4% year-over-year.
Growth also marked the full year of 2023 with revenue increasing by 106.2% to RMB4,666 million.
Particularly notable was the revenue from franchised hotels that grew by 98.8% due to network expansion and RevPAR increase.
Significant growth was experienced by the retail business, with the full year GMV touching RMB 1.14 billion, approximately three times the previous year's figure.
Q4 saw an increase in adjusted net income by 175.8% year-over-year reaching RMB222 million.
As of end-2023, the company held RMB2.8 billion in cash and equivalents.
亞朵生活報告稱，2023年第四季度淨收入爲人民幣15.05億元，同比增長140.4％。
增長也標誌着2023年的全年，收入增長了106.2％，達到人民幣46.66億元。
特別值得注意的是，由於網絡擴張和RevPAR的增加，特許經營酒店的收入增長了98.8％。
零售業務實現了顯著增長，全年GMV達到11.4億元人民幣，大約是去年的三倍。
第四季度調整後的淨收入同比增長175.8％，達到 RMB222 百萬美元。
截至2023年底，該公司持有人民幣28億元的現金及等價物。
Business Progress:
業務進展：
A total of 289 new hotels were opened by Atour Lifestyle in 2023, with an additional 576 projects signed, supporting their goal of 2,000 premier hotels by 2025.
For 2024, their strategy includes focusing on organization, management, operations, and providing versatile services to customers.
Innovations underway include the Atour Light 3.0 and Atour 4.0 hotel brands that cater to different markets.
Their prime member base grew significantly in Q4 2023 with an increase of 78% year-over-year.
The company placed emphasis on their retail business, particularly the successful 'Deep Sleep' products.
They anticipate steady growth in business travel and popularity of experience-driven leisure tourism for 2024.
The retail segment experienced strong growth with full year revenue accounting for 20.8% of total revenue. Their target for 2024 is a growth of over 50% to reach RMB1.45 billion.
Plans are in place to utilize cash for rewarding shareholders, including potential dividend payouts and share buybacks.
2023年，亞朵生活共開設了289家新酒店，另外簽署了576個項目，支持了他們到2025年實現2,000家頂級酒店的目標。
對於2024年，他們的戰略包括專注於組織、管理、運營以及爲客戶提供多功能服務。
正在進行的創新包括迎合不同市場的Atour Light 3.0和Atour 4.0酒店品牌。
他們的主要會員基礎在2023年第四季度顯著增長，同比增長78％。
該公司將重點放在零售業務上，尤其是成功的 “Deep Sleep” 產品。
他們預計，到2024年，商務旅行將穩步增長，體驗驅動型休閒旅遊將受到歡迎。
零售板塊實現強勁增長，全年收入佔總收入的20.8％。他們2024年的目標是增長超過50％，達到人民幣14.5億元。
已經制定了利用現金獎勵股東的計劃，包括潛在的股息支付和股票回購。
More details: Atour Lifestyle Holdings IR
更多詳情： 亞朵生活控股投資者關係
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。